Exciting news! The CFO/VP of Administration, Douglas [Mácar] Garrote, has been invited to share PACIV's story about Blackford Capital’s acquisition next Friday, May 24th. The goal is to help others understand how to prepare for that pivotal moment when a buyer shows interest in acquiring your business. Mácar will provide insights from the seller’s perspective, including the due diligence process. Don’t miss it!
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Senior Legal Recruiter, Senior Lateral Attorney Recruiter, Lawyer & Law Firm Coach & Lateral Legal Search Consultant @ Platinum Legal Search Group (A Woman-Owned Business) - Ranked Top 25% LinkedIn Recruiter
Big Law Partner Lateral Moves Feel free to reach out for a confidential discussion of current lateral opportunities - partner , group or merger options .
Sullivan & Cromwell Lands Two Skadden M&A Partners in Silicon Valley
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Discover more about our advisors at Trinity Wealth Management! Get ready to uncover some interesting tidbits about each of them that you may not have known before. Here are a few fun facts about Dan: 🏊♂️🚴♂️🏃♂️ Dan's goal is to keep completing triathlons until he's 70 years old. He's already conquered Saint Anthony's and Saint Pete's - talk about dedication! #TrinityWealthManagement #GreensboroNC
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I'm very excited to welcome Bill Whitt to the Datos Insights wealth management team. As a strategic advisor, Bill will put his robust analytics capabilities and insights and industry experience (Charles Schwab, CME Group, Northern Trust) to work on behalf of our clients. Upcoming areas of focus include goals-based investing and the evolving role of the financial advisor. #data #insights #innovation #digital #wealthmanagement #financialplanning #goals #portfoliomanagement #billing #fintech #investments #strategy #advice #retirement #privatebanking #financialwellness #bigdata #AI #genAi
We are thrilled to announce the appointment of William Whitt as the newest strategic advisor on our Wealth Management team. Welcome Bill Whitt! Please consult our press release here: https://bit.ly/47xlCcR
Datos Insights Announces Appointment of William Whitt as the Newest Strategic Advisor on its Wealth Management Team
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I'm very excited to welcome Bill Whitt to the Datos Insights wealth management team. As a strategic advisor, Bill will put his robust analytics capabilities and insights and industry experience (Charles Schwab, CME Group, Northern Trust) to work on behalf of our clients. Upcoming areas of focus include goals-based investing and the evolving role of the financial advisor. #data #insights #innovation #digital #wealthmanagement #financialplanning #goals #portfoliomanagement #billing #fintech #investments #strategy #advice #retirement #privatebanking #financialwellness
We are thrilled to announce the appointment of William Whitt as the newest strategic advisor on our Wealth Management team. Welcome Bill Whitt! Please consult our press release here: https://bit.ly/47xlCcR
Datos Insights Announces Appointment of William Whitt as the Newest Strategic Advisor on its Wealth Management Team
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🏘️🌟 Roger, the legendary real estate mogul, is shaking things up! 🔄 After bidding adieu to Compass, he's embarking on a thrilling new adventure in the industry by joining a rival firm. 🚀 With his impressive track record of historic deals, we can't wait to see what's next for Roger! 🤔 What are your thoughts on this dramatic plot twist? Share your opinions below! ⬇️💼 #RealEstateNews #PlotTwist #NewAdventure #blog https://lnkd.in/gQvPydRg
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Portfolio Advisors' European Head of Secondaries, Briac H., recently joined four other industry experts for a round table discussion led by Asante Capital Group. The timely conversation provides insight into the evolution of the secondary market and biggest challenges surrounding GP-led secondary transactions. Check out the full panel, “Pitfalls and Challenges Around GP Led Secondaries,” at the link below. #privateequity #secondaries #continuationvehicles
For the next instillation of our Round Table Summer Series, Managing Director Jonathan Graham, Gabriel Boghossian of Stephenson Harwood LLP, Briac Houtteville of Portfolio Advisors, and Richard Grindrod of Hollyport Capital discussed the key considerations amid challenges for GP-led secondaries in a conversation moderated by Asante Vice-President Sam Cantor. To hear their insights and see the entire series, visit: https://lnkd.in/eSzK53Kq #privateequity #secondaries #continuationvehicles #asantecapital
Pitfalls and Challenges Around GP Led Secondaries
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Expert in Fiduciary Financial Advice and Exit Planning for Business Owners | Tax Reduction Strategist | Advisory Team Facilitator
Jeff Hawkins, CPA is crushing it with thoughtful questions for the “Mastering the Art of M&A” Panel at Atlanta Dealmakers Conference. Words of wisdom from Sara Burden, CBI, MAMI, CMAP, FIBBA, FMAS, Michael Lonergan, Drew Miller, Peter Mangal: - Deals age like milk, not wine. - There’s been a dramatic increase in due diligence. More deals are dying as a result. - A sell side Quality of Earnings is all the more valuable in this environment. - Know your potential buyer’s track record on re-trades. - Select constructive, effective advisors. - Run your business every day like you were selling it tomorrow. Nicely echoes my mantra for every owner working with Level Four Business Solutions: “Always be ready to sell.”
What are you doing May 16th, 2024? How about attending the second annual Atlanta SMART Business Dealmakers Conference. This will be at the Atlanta Athletic Club. Be sure to be there at 11 AM as I host a great panel that will discuss an M&A Survival Guide for sellers. Contact me for a few free tickets left! Join me and our esteemed panel: Michael Lonergan - Managing Partner at Georgia Oak Partners Sara Burden, CBI, MAMI, CMAP, FIBBA, FMAS - Managing Director at Walden Businesses, Inc. Drew Miller - Corporate Development at Applied Technical Services, LLC Peter Mangal - Founder and former CEO of Global Flags Unlimited, LLC Smart Business Dealmakers Carr, Riggs & Ingram #dealmakers #transactionadvisory #sellingyourbusiness #businessowners Jeff Silver, CPA Christian Williams, CPA, ABV, CFF Sarah Sheffield Suzanne Durbin, ChFC, CExP
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A good learning experience from a broker's perspective.
Thank you to everyone who joined us at the Northern California Chapter of the Appraisal Institute’s annual spring conference. Kidder Mathews sponsored the event in Modesto, CA. Jeffrey Enright, MAI, CRE, SRA, AI-GRS — Valuation Advisory Managing Director for Northern California and Nevada — was an expert panelist on The Art of the Interview: Confirmation and Authentication. #CRE #Appraisal #NorCal #KMsponsor #KMspeaker #KidderMathews
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Here are the latest bankruptcy filings.
Bankruptcies – May 2024
tricitiesbusinessnews.com
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The Remarkable Journey of Barbara Corcoran: From overcoming dyslexia and early career struggles to becoming a real estate tycoon and a beloved Shark Tank judge. Dive into the inspiring story of Barbara Corcoran, a testament to resilience, innovation, and unyielding determination. Let's explore the lessons we can learn from her incredible success. #BarbaraCorcoran #SuccessStory #WomenInBusiness #LeadershipLessons #EntrepreneurialSpirit #TheFounders
